Plan Ledger DOL Form 5500 · updated monthly

Lorber, Greenfield and Polito, LLP401(k)

LORBER, GREENFIELD AND POLITO LLP 401(K) PLAN · POWAY, CA · plan year 2022

Reported admin expense ratio · 2022
0.02%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Lorber, Greenfield and Polito, LLP reported $1,855 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,164 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,615th of 9,483), and 8,169th of 11,654 in professional & technical services. In 2022, employees put in $3.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,467,516
Participants with balances80
Active participants54
Employer contributions$116,871
Employee contributions$437,357
Employer contribution per active participant$2,164
Average account balance$118,344
Benefits paid to participants$2,026,003
Plan auditUnmodified (clean) audit opinion
AuditorDUFFY KRUSPODIN LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,855
Total administrative$1,855
The Lorber, Greenfield and Polito, LLP 401(k) match · 2022
Employer contribution per active participant$2,164
Median for plans this size$2,266

Lorber, Greenfield and Polito, LLP's 2022 employer contribution ran below the $2,266 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,855 · 0.02%
Similar plansProfessional & Technical Services · California
Riv Data Corp CA$9.5M · 0.07%
Fuel Cycle Inc. CA$9.5M · 0.19%
Pinger, Inc. CA$9.5M · 0.00%
Bellaken Health Group Inc CA$9.5M · 0.31%
Lever, Inc. CA$9.4M · 0.11%
Ellison Institute, LLC CA$9.4M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330482268 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.